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November 2021

A Practical Look at Assessing Your Gift Planning Program

November 8 @ 12:00 pm
Virtual (Zoom)

Nonprofits requesting gifts of appreciated assets grow consistently and rapidly. With the Baby Boomer generation actively passing along their wealth, organizations have an estimated 10 years to institutionalize gift planning culture to maximize the peak of the wealth transfer.

This session explores how nonprofits can strategically evaluate, grow, and shift fundraising efforts from a typical cash-only model to one which actively pursues non-cash assets. The session will provide practical advice and guidance for organizations of all sizes and for professionals with varying levels of gift planning expertise.

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September 2021

Stewarding Planned Gift Donors for 10, 20 or 30 Years While Waiting for the Ultimate Gift

September 27 @ 12:00 pm
Unnamed Venue Austin, TX United States

The donor you've worked with for years has finally documented their gift. Now what? Good stewardship serves to strengthen a donor’s relationship with your organization and is a vital part of a successful bequest program.

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August 2021

Tax Law Changes and the Impact on your Organization and Your Donors

August 30 @ 12:00 pm
Unnamed Venue Austin, TX United States
Frank Leffingwell

Frank will present a current state of our economy and tax laws. Frank will also advise on important information that development professionals need to know to help their donors make charitable gift decisions that will maximize benefits to the donor and to your charitable organization.

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May 2021

Promo Strategies – Leveraging DAFs

May 3 @ 12:00 pm
Virtual (Zoom)
Claire Axelrad

The use of Donor Advised Funds (DAFs) as a means for individuals to make philanthropic gifts continues to rise. Between 2017 and 2018 there was a 55% increase in the number of DAF accounts. And DAFs accounted for 12.7% of overall philanthropy in 2018 compared with just 4.4% in 2010.

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April 2021

How to Use Social Media to Inform, Inspire, and Connect with Donors

April 5 @ 12:00 pm
Virtual (Zoom)

Brooke McMillan will be speaking on Social Media in Planned Giving.

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February 2021

Long-Distance Relationships: What to Do When You Can’t Travel

February 8 @ 11:00 am
Virtual (Zoom)

Planned giving is a relationship business, and that doesn’t stop when a donor commits to a bequest intention. With an average of twenty years between the time a donor makes a revocable bequest commitment and the time the gift matures, there is a lot of opportunity for a donor to fall OUT of love with your charity if the relationship isn’t managed properly.

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November 2020

Give it Away Now: Thinking Beyond Retirement Income in Split Interest Gifts

November 9, 2020 @ 11:00 am
Rebecca Bibleheimer

The current tax law landscape has left us with a challenging and at times formidable tax planning environment. The silver lining of this situation is the fertile ground it provides for charitable planning and the opportunity for philanthropic individuals to make their important legacy gifts.

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September 2020

The SECURE and CARES Acts: Strategies for Planned Giving

September 28, 2020 @ 11:00 am
Cindy Atmar

The passage of the SECURE Act in December 2019, which stands for “Setting Every Community Up for Retirement Enhancement,” will impact retirement plan accumulations and distributions. As professionals who work with donors and clients to help them achieve their philanthropic and legacy goals, we need to understand these changes and how they might affect our clients’ and donors’ decisions around philanthropy.

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August 2020

Gifts Gone Bad: Can you REALLY draft to preserve charitable intent?

August 31, 2020 @ 11:00 am
Susan Staricka

Perspectives from a former State Charity Official

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April 2020

The SECURE Act – Strategies for Planned Giving

April 6, 2020 @ 11:00 am - 12:00 pm
Cindy Atmar

The passage of the SECURE Act in December 2019, which stands for “Setting Every Community Up for Retirement Enhancement,” will impact retirement plan accumulations and distributions.

Find out more »
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